Position in JPM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$94,224,231
+$36,109,982 QoQ
Shares Held
287,857
+45.7% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
1.32%
of 13F equity value
Holder Rank
#416
of 5,058 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Integrated Wealth Concepts LLC holds $188,397,519 across 19 Banks - Diversified names. JPM ranks #1 (50.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
287,857 | $94,224,231 | |
| 2 | BAC |
Bank Of America Corp /De/
|
457,988 | $26,096,156 | |
| 3 | C |
Citigroup Inc
|
153,863 | $21,534,665 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
132,711 | $10,967,237 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
71,038 | $10,272,805 | |
| 6 | UBS |
UBS Group AG
|
62,814 | $3,113,061 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
32,685 | $3,108,016 | |
| 8 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
117,514 | $2,944,900 |
All Filings in JPM
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $94,224,231 | 287,857 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $58,114,249 | 197,560 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $38,158,581 | 118,424 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $59,893,848 | 189,880 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $53,578,846 | 184,812 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $41,568,047 | 169,458 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $38,724,910 | 161,549 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $30,884,664 | 146,470 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $29,182,275 | 144,281 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $27,991,123 | 139,746 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $22,477,864 | 132,145 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $16,049,798 | 110,673 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $15,955,931 | 109,708 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $13,133,944 | 100,790 | Shares | Other | 2023-05-03 | |
| 2022-12-31 | $9,078,435 | 67,699 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $7,444,789 | 71,242 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $8,037,200 | 71,372 | Shares | Other | 2022-08-08 | |
| 2022-03-31 | $9,936,092 | 72,888 | Shares | Other | 2022-05-12 | |
| 2021-12-31 | $10,440,332 | 65,932 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $10,150,744 | 62,012 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $7,392,038 | 47,525 | Shares | Other | 2021-08-13 | |
| 2021-03-31 | $6,514,530 | 42,794 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $5,059,927 | 39,820 | Shares | Other | 2021-02-12 | |
| 2020-09-30 | $3,497,296 | 36,328 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $3,108,306 | 33,046 | Shares | Other | 2020-07-30 | |
| 2020-03-31 | $2,739,612 | 30,430 | Shares | Other | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||